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Sunday, August 24, 2008

Quicken Willmaker Plus 2008 Edition: Estate Planning Essentials


CBS News
"Walks you through making a will and provisions you need to consider for your situation."

The Wall Street Journal
"Quicken WillMaker Plus... was easy to install from a CD, and we found the interview-style format intuitive. We found it the most complete of the five products we tried."

Kiplinger's Personal Finance Magazine
"From a group of tough critics, Nolo's WillMaker got the most praise... superior on every front."

Fortune
"WillMaker is such an easy-to-use program that users may never need to look at the manual... refreshingly painless."

Associated Press
"The difference: the software costs $45; a lawyer typically charges $500."

Book Description
America's No. 1 estate planning book with interactive CD-ROM software helps you create a will, living trust, living will -- and much more .

Help protect your family and your assets, and save on legal fees! Quicken WillMaker Plus Estate Planning Essential 2008 Edition provides the legal forms you need. So comprehensive, the CD-ROM assembles your forms from among 40,000 document possibilities -- but so easy to use, you'll have them finished in minutes.

Quicken WillMaker Plus Estate Planning Essential 2008 Edition includes a full "health care power of attorney." Dictate the health care you wish to receive if you can't speak for yourself, and be assured that your loved ones won't have to second-guess themselves!

Create your own:

  • Will
  • Living Trusts, including an AB Trust

  • Health Care Directive:
    Living Will
    Health Care Power of Attorney

  • Financial Powers of Attorney
  • Final arrangements document
  • Important documents for executors

    The CD-ROM also provides forms you can use every day, such as authorizations and agreements, child and elder care forms, promissory notes and documents to help you repair your credit.

    For each document, Quicken WillMaker Plus Estate Planning Essentials 2008 Edition takes you through a step-by-step interview. Your documents will automatically reflect the laws of your state. If you have any questions, simply check out the comprehensive onscreen legal manual. Expert tech support is also available.

    Need to know more? Here are in-depth details about what you can do with Quicken WillMaker Plus Estate Planning Essentials 2008 Edition:

    Your Will

    Provide for family, friends and charities. Name a personal guardian to care for young children. Specify the executor (or "personal representative") of your estate. Select a trusted person to manage property left to young people. Revise and update your will whenever you like.

    Your Living Trust

    Make a basic trust, whether you're married or single. If married, you can create a AB trust (or bypass trust) and spare your heirs from potentially heavy estate taxes. Create subtrusts for minor children and young adults. Name custodians for property left to children. Change or revoke your trust at any time.

    Your Health Care Directive lets people who care for you make important decisions about your life and health when you can't. Create a:

    Health Care Power of Attorney Permit a loved one to make important medical decisions for you if you are unable to do so yourself.

    Living Will

    Specify whether you want your life prolonged through artificial means. Appoint someone to make sure your wishes are carried out.

    Your Financial Power of Attorney

    Name someone to make your financial decisions, in case you are medically incapacitated. Don't worry, you can grant as much authority as you wish.

    Your Final Arrangements

    Plan a funeral or other ceremony. Clarify whether you want a cremation or burial. Select someone to oversee your final arrangements -- and more!

    Documents for Your Executor

    Make sure your executor ("personal representative" in some states) has all the forms and instructions he or she needs to do the job: Checklists, letters, notices, claim forms -- and more.

    Personal Finance Documents

    Over a dozen forms that let you handle financial situations you might face on any given day, such as disputing a credit card charge, lending or borrowing money to friends or family, creating bills of sale -- and more!

    Home & Family Documents

    Whether you need to authorize someone to travel with your child to another country, want to lend your car to a friend, or create an agreement with a trusted person to take care of your elderly parent, Quicken WillMaker Plus can handle all these family situations -- and many more!

    Estate planning documents not valid in Louisiana.

    From the Publisher
    System Requirements

    CD-ROM enclosed
    Computer: Pentium 133 (Pentium II 300 recommended)
    Operating System: Windows 2000 / XP / Vista
    Memory: 32 MB RAM (64 MB RAM recommended)
    Hard Disk Space: 19 MB (26 MB to install)
    Monitor: Super VGA (800x600) with 256 colors (16-bit color recommended)
    CD-ROM drive: 2X Speed
    Internet Connection: 14.4 Kbps modem required to access online features (56 Kbps or higher recommended)
    Printer: Any printer supported by Windows 2000 / XP / Vista
    Software: Microsoft Internet Explorer 5.0 or higher. Adobe Acrobat Reader (optional).

    About the Author
    Editors of NOLO

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